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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,366 | $78,423-95.7% | $95,964-96.5% | $79,856-95.8% |
| Participation rate | 74.5% | 73.5%+1.1pp | 77.1%-2.5pp | 69.6%+4.9pp |
| Annual return | 67.10% | 19.37%+47.7pp | 91.64%-24.5pp | 31.71%+35.4pp |
| Employer contribution / active EE | $14 | $1,945-99.3% | $2,541-99.4% | $2,471-99.4% |
| Participant deferral / active EE | $1,964 | $3,440-42.9% | $4,167-52.9% | $3,741-47.5% |
| Admin fee / account holder | $845 | $5,622-85.0% | $6,797-87.6% | $5,306-84.1% |